Congratulations

1. Congratulations

Congratulations on completing this course! You have built skills that make finance work faster, clearer, and more reliable. Let's take a quick look at what we've achieved.

2. Summary

First, you mastered prompting fundamentals. You designed reusable prompts, structured context, task, data, and output, and built simple reusable prompts that deliver consistent results. Next, you used AI for research. You shaped outputs with custom instructions and scheduled prompts for ESG and regulatory updates. You verified sources and turned news into clear takeaways. Then, you became a workflow designer. You learned how to think in systems, when to keep humans in the loop, and built a custom finance assistant.

3. From tasks to systems

Together, these skills help you make the most of AI and move from tasks to systems and workflows. Use them for forecasting, variance reporting, fraud monitoring, compliance, ESG, and more. Start small, keep humans in control, and improve every cycle.

4. Thank you

You are ready to lead with AI in finance. Keep practicing, save strong prompts, refine instructions, and measure impact. Thanks for learning with DataCamp, and congratulations again.

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This exercise is part of the course

AI for Finance

BeginnerSkill Level

5.0+

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Learn how to make AI work for you in a finance setting. This chapter introduces the difference between augmentation and automation, shows how to extract insights from financial documents and data, and teaches you how to build reusable prompts. You’ll practice analyzing transcripts, summarizing stock trends, and creating prompt templates that save time and improve consistency.

Exercise 1: How AI is reshaping finance Exercise 2: Finance meets AI Exercise 3: AI risks and limits Exercise 4: Augmentation or automation?Exercise 5: Exploring AI-assisted financial analysis Exercise 6: Extract key messages in no time Exercise 7: Summarize with style Exercise 8: AI insights from CSV files Exercise 9: Driving predictable outputs with prompt templates Exercise 10: Template essentials Exercise 11: Try a prompt template

Turn AI into a research partner that keeps you ahead of the curve. You’ll practice summarizing macroeconomic trends, comparing company filings, and tracking regulatory changes. Through guided exercises, you’ll learn how to prompt and refine AI-generated insights into clear takeaways that are ready for leadership presentations.

Exercise 1: Financial research with AI Exercise 2: Ordering market research Exercise 3: AI research in action Exercise 4: Driving tailored output with custom instructions Exercise 5: Why custom instructions matter Exercise 6: Customize for consistency Exercise 7: Keep up with scheduled prompts Exercise 8: Stay smart with scheduling Exercise 9: Automate your weekly briefing

Design AI-powered workflows that make finance faster, smarter, and more reliable. You’ll build assistants that remember your instructions, map finance processes from data to decision, and assign the right steps to AI or humans. Learn to measure performance through accuracy, efficiency, and risk - creating accountable, audit-ready workflows that scale across your organization.

Exercise 1: Streamline finance workflows with iterative prompting Exercise 2: Stack prompts like a pro Exercise 3: Polish while you prompt Exercise 4: Building custom finance assistants Exercise 5: Build a context-aware finance assistant Exercise 6: Build a forecasting assistant Exercise 7: From augmentation to automation Exercise 8: Map your workflow Exercise 9: Accountable automation Exercise 10: Congratulations

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